Seeing the Gold Behind the Glitter

Evelyn M. Rusli writes that investors are increasingly taking a shine to the Start-ups building the infrastructure for Internet powerhouses like Facebook.

Historically, a company may buy some heavyweight software from SAP, put it on an Oracle database and use EMC’s servers,” said Ping Li, of the venture capital firm Accel Partners. “But you look at Google, Facebook, they don’t have that stuff — they need tools with more scale, more flexibility.”

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